Institutional Ownership Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF). We have compiled data on the 2,163 institutions that hold shares in the stock, with a total of 765 Million shares, which have been reported (via 13F filing form) to have a value of $40.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
1,260
shares
|
$66,087
0.02% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
1,217
shares
|
$63,831
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,214
shares
|
$63,674
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
1,214
shares
|
$63,674
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
1,199
shares
|
$62,887
0.07% of portfolio
|
Q3 2025
Reduced 27.02%
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
1,194
shares
|
$62,625
0.02% of portfolio
|
Q3 2025
Reduced 35.04%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
1,190
shares
|
$62,415
0.01% of portfolio
|
Q3 2025
Reduced 42.95%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,183
shares
|
$62,048
0.01% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,175
shares
|
$61,628
0.05% of portfolio
|
Q4 2024
Reduced 66.71%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
1,169
shares
|
$61,314
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,141
shares
|
$59,845
0.02% of portfolio
|
Q1 2024
Reduced 2.4%
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
1,135
shares
|
$59,530
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
1,115
shares
|
$58,481
0.01% of portfolio
|
Q3 2025
Reduced 53.68%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
1,111
shares
|
$58,271
0.01% of portfolio
|
Q3 2025
Added 9.46%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,110
shares
|
$58,219
0.01% of portfolio
|
Q4 2023
Added 0.09%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
1,089
shares
|
$57,118
0.02% of portfolio
|
Q3 2025
Reduced 10.07%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,084
shares
|
$56,855
0.0% of portfolio
|
Q4 2023
Added 8.73%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
1,025
shares
|
$53,761
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,021
shares
|
$53,551
0.0% of portfolio
|
Q3 2025
Added 154.61%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
1,014
shares
|
$53,184
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
1,008
shares
|
$52,869
0.02% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,000
shares
|
$52,450
0.01% of portfolio
|
Q1 2025
Reduced 33.42%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
1,000
shares
|
$52,450
0.03% of portfolio
|
Q4 2019
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
984
shares
|
$51,610
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
978
shares
|
$51,296
0.02% of portfolio
|
Q2 2025
Reduced 4.86%
|
|